Secure Area

This is where our clients can log into their own personalised secure area to access documents, files, accounting data, and financial reports. For clients using our BankLink service you'll have access to Acclipse CodeIT which enables you to view, code, and add comments to your bank transactions. You can also use your secure area to send us files and documents in a safe, secure environment.

To view a demonstration of a secure client area, use these login details:

Username: demoarea Password: demoarea

If you are already a customer of Summit Financial Advisors and would like to register for a secure area, click here.

If you are not already a client and are interested in hearing more about our secure area service (and the other services we provide), click here.